WWA
WCG Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
22,869
+328
| +1% | +$19.4K | 0.09% | 192 |
|
|
2025
Q1 | $1.24M | Buy |
22,541
+3,209
| +17% | +$176K | 0.09% | 179 |
|
|
2024
Q4 | $1.14M | Buy |
19,332
+1,862
| +11% | +$110K | 0.08% | 198 |
|
|
2024
Q3 | $1.02M | Buy |
17,470
+1,277
| +8% | +$74.4K | 0.07% | 219 |
|
|
2024
Q2 | $927K | Sell |
16,193
-50
| -0.3% | -$2.86K | 0.07% | 201 |
|
|
2024
Q1 | $930K | Buy |
16,243
+2,300
| +16% | +$132K | 0.08% | 188 |
|
|
2023
Q4 | $719K | Sell |
13,943
-41
| -0.3% | -$2.11K | 0.05% | 222 |
|
|
2023
Q3 | $619K | Buy |
13,984
+217
| +2% | +$9.61K | 0.05% | 228 |
|
|
2023
Q2 | $646K | Buy |
13,767
+2,490
| +22% | +$117K | 0.08% | 129 |
|
|
2023
Q1 | $508K | Buy |
+11,277
| New | +$508K | 0.07% | 140 |
|
|
2022
Q4 | – | Sell |
-7,419
| Closed | -$305K | – | 195 |
|
|
2022
Q3 | $305K | Buy |
7,419
+5
| +0.1% | +$206 | 0.04% | 220 |
|
|
2022
Q2 | $307K | Buy |
+7,414
| New | +$307K | 0.04% | 211 |
|